Senior Conversion Consultant – BTP

Role Overview

• Serve as LPL’s primary client facing representative to enterprises, institutions and advisors as part of LPL’s mergers and acquisitions and BD outsourcing growth strategy.
• Own the advisor experience for upwards of 120 advisors throughout their 9-12 month transition and acclimation period to LPL.
• Deliver consultative service to each advisor, tailoring your approach to each advisor’s unique needs.
• Participate in discovery to gain familiarity with the office, provide guidance and recommendation on best practices throughout conversion preparation.
• Support the advisors’ acclimation to LPL for up to 6 months following their conversion.
• Ensure key metrics are completed by post conversion deadline dates including account conversion requirements, block transfer, training and compliance setup.

Requirements

• 5+ years of experience in financial services and/or client-facing role is required
• 2+ years of experience in business consulting and/or relationship management expertise in the financial services space is required
• Bachelor’s degree in Finance, Business, Economics, or related field preferred
• Series 7 and 63, 65 or 66 preferred
• Intermediate level skills in MS Excel is required
• Must be able to travel up to 15% of the time

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• competitive total rewards package